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Beaird Harris Wealth Management’s Zimmer Biomet ZBH Stock Holding History

Beaird Harris Wealth Management’s Portfolio ZBH Stock Details ZBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7
Closed -$760 – 714
2024
Q2 		$760 Sell
7
-56
-89% -$6.6K ﹤0.01% 609
2024
Q1 		$8.31K Sell
63
-16
-20% -$2K ﹤0.01% 342
2023
Q4 		$9.62K Buy
79
+72
+1,029% +$8.03K ﹤0.01% 329
2023
Q3 		$786 Hold
7
– – ﹤0.01% 402
2023
Q2 		$1.02K Hold
7
– – ﹤0.01% 397
2023
Q1 		$905 Sell
7
-71
-91% -$8.91K ﹤0.01% 415
2022
Q4 		$9.95K Buy
78
+71
+1,014% +$8.24K ﹤0.01% 324
2022
Q3 		$1K Buy
+7
New +$768 ﹤0.01% 473
2022
Q2 		– Sell
-64
Closed -$8K – 638
2022
Q1 		$8K Sell
64
-252
-80% -$30.4K ﹤0.01% 375
2021
Q4 		$39K Buy
+316
New +$41.4K 0.01% 264

Other funds holding ZBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Beaird Harris Wealth Management's ZBH Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Zimmer Biomet (ZBH) in Q3 2024, closing a stake of 7 shares — an estimated $760 sold.

Beaird Harris Wealth Management first reported a position in ZBH in Q4 2021 and held it in 10 quarters. The position peaked at $39K in Q4 2021. 981 funds tracked by Wall St. Rank hold ZBH as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Zimmer Biomet position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 7 Zimmer Biomet shares in Q3 2024, an estimated $760.
  • Beaird Harris Wealth Management first reported a position in Zimmer Biomet in Q4 2021 and held it in 10 quarters.
  • Beaird Harris Wealth Management's Zimmer Biomet position peaked at $39K in Q4 2021.
  • 981 funds tracked by Wall St. Rank held Zimmer Biomet as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.